Yesterday
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More
1h 19m
Aug 20
TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Domino's Pizza, the world’s biggest pizza franchisor built on a royalty-driven, asset-light business model. They walk through Domino's shift toward franchising and away from Company-owned stores, and what that means for t ... Show More
1h 15m
Aug 16
TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O’Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies that generated great returns for the Intrins ... Show More
1h 27m
Oct 2024
Tesla's Road Ahead: The Bitter Lesson in Robotics
<p>What does Rich Sutton’s "Bitter Lesson" reveal about the decisions Tesla is making in its pursuit of autonomy?</p><p>In this episode, we dive into Tesla’s recent "We, Robot" event, where they unveiled bold plans for the unsupervised full-self-driving Cybercab, Robovan, and Opt ... Show More
36m 46s
May 2022
E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter d ... Show More
1h 26m
Apr 2024
Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss The Great IPO Debate, Tesla Robotaxi vs. Uber, and a Tech Check. Enjoy another episode of Bg2.</p>
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<p>Timestamps:</p>
<p>(0 ... Show More
1h 18m
Nov 2021
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the C ... Show More
1h 32m
Oct 2025
Amazon’s Robot Plans, Trump’s Stock Picks, & Tesla’s Inflection Point
<p>In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz talk about Amazon's plan to replace 600,000 employees with robots, the Trump Administration's newest stock picks, and Tesla's inflection point for Optimus. </p><p>---</p><p>💸 Wan ... Show More
36m 4s
Oct 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's ... Show More
54m 6s
Oct 2024
Prof G Markets: Hindenburg Shorts Roblox + Germany’s Shrinking Economy
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Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remedies for the Google antitrust case, and a potential delay in Cerebras Systems’ IP ... Show More
55m 28s
Apr 2024
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on start ... Show More
1h 41m
Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street’s short-term blind spots.
Cern also unpacks Tesla’s Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be the ultimate corporate treasury hedge in this new era.
IN THIS EPISODE YOU’L ... Show More
<p>Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.</p><br><p><br></p><p>Watch + Subscribe on YouTube:</p><br><p><br></p><p>Listen into our group chat on Telegram:</p><p><a href="h ... Show More
